July 2018 Newsletter

July 3rd, 2018

Planning Your Financial Future July 2018
As we head into the 4th of July, enjoy the time with your family and friends. But, if you are using firecrackers, please be careful. Some items may seem small, but they can do a lot of damage. Enjoy the holiday!
Quiz: Financial Facts That Might Surprise You
If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
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Going Public: An IPO’s Market Debut May Not Live Up to the Hype
Understand why the IPO process is important to the financial markets.
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Protect Your Heirs by Naming a Trust as IRA Beneficiary
Naming a trust as your IRA beneficiary may give you more control of distributions after your death.
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I received a large refund on my tax return this year. Should I adjust my withholding?
If you received a large tax refund, consider reevaluating your federal income tax withholding.
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What is the difference between a tax deduction and a tax credit?
Tax deductions and credits are terms often used together when talking about taxes.
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